Customer Details
When you click a Customer Name in the Customers tab of AR Remittances (SmartCustomer), the Customer Details page opens. This view displays comprehensive customer information across multiple sections, helping you manage and review customer attributes and AR activity efficiently.
Available Actions
AR Remittances Toggle
Controls whether AR Remittances automation is enabled for this specific customer.
When the toggle is on (blue), AR Remittances automation (for example, SmartBot–driven remittance processing, intent detection, and extraction) is enabled for this customer.
When the toggle is off (grey), AR Remittances automation is disabled for this customer. Emails and items may still be visible, but AR Remittances–specific automation will not run.
After changing the state of the toggle, click Save to apply your change.
Quick Navigation Links
(Adjust the exact links to match what you have on the screen; example set below.)Invoices: Opens a filtered Invoices view showing invoices for the current customer.
Payments / Remittances: Shows remittances or payments associated with the selected customer.
Credit Memos / Adjustments: Displays credit memos or relevant AR adjustments for this customer.
Disputes: Opens disputes associated with the customer (if available in your configuration).
Figure 1. AR Remittances Toggle and Navigation Links in Customer Details
Tip: Use the AR Remittances toggle to finely control automation for each customer as business needs, service levels, or collections strategies change.
Note: If the AR Remittances toggle does not respond, ensure you have the appropriate permissions and that the customer is eligible for AR Remittances automation.
Important: There is no separate Enrollment toggle on the Customer Details page for AR Remittances. Bulk enable/disable is managed via the AR Remittances toggle in the Customers list or other bulk/automation tools, not via a separate enrollment control here.
Viewing Customer Standard and Extended Fields
When viewing a customer profile in SmartCustomer, the Customer Details section provides a comprehensive summary for quick access and record‑keeping.
Standard Fields
Typical standard fields include:
Table 1. Standard Fields
| Field | Description |
|---|---|
| Customer Name | The primary display name of the customer account as maintained in your source system or accounts receivable (AR) master data. |
| Customer ID | The unique identifier or code for the customer, used to link the record to your ERP or other system of record. |
| Customer Hierarchy | Shows the customer’s position in any defined parent/child or group structure. Displays [None] if the customer is not part of a hierarchy. |
| Status | The current lifecycle state of the customer (for example, Active, Inactive) indicating whether the customer is in use. |
| Customer Contacts | The list of key contacts explicitly associated with this customer for AR, remittances, and collections-related communication. |
| All Invoice Contacts | The full set of contacts eligible to receive invoice-related communication for this customer, including indirect or inherited contacts. |
| Collections Agent | The individual primarily responsible for collections and follow-up activities for this customer. |
| Sales Agent | The sales owner or account executive assigned to this customer for commercial relationship management. |
| Collections Manager | The manager overseeing the collections team or agent responsible for this customer’s AR performance. |
| CSM | The assigned Customer Success Manager (if applicable) who manages onboarding, adoption, and ongoing customer success. |
| Disputes Count | The number of currently open disputes associated with this customer’s invoices or payments. |
| Open Invoices | The count of invoices that remain open (unpaid or partially paid) for this customer. |
| Delegated to Auditoria | Indicates whether responsibility for this customer’s AR workflows is delegated to Auditoria (Yes/No). |
| Tags | Labels applied to this customer (for example, segment, risk level, priority). Displays [None] if no tags are assigned. |
Extended Fields
Any additional custom fields configured for your organization.
If no custom attributes exist, “No Extended Fields” appears on the right side of the panel.
Figure 2. Customer Details Panel Displaying Standard and Extended Fields
Tip: Review all fields when updating customer records or before onboarding/offboarding customers to keep AR data accurate and complete.
Note: The fields shown may vary depending on your organization’s configuration and the data available for each customer.
AR Aging and Balance Summary
The AR Aging section on the customer details page provides a snapshot of outstanding receivables and unapplied amounts for the selected customer, typically by entity.
Key elements:
Entity Selector (AR Aging) – Dropdown that scopes the aging and balances to a specific entity.
Aging Chart and Buckets – Pie chart or similar visualization with buckets such as:
Current Balance
1–30 Days
31–60 Days
61–90 Days
90+ Days
Balance Summary – Totals such as:
Open Invoices
Unapplied Credit Memo
Unapplied Payments
Total Balance Net of Unapplied Amounts
Figure 3. AR Aging Chart and Balance Summary for Selected Entity
Tip: Use AR Aging to prioritize follow‑ups and collections activity for customers with high or overdue balances.
Note: Always verify the Entity selected in the dropdown before interpreting amounts.
Notes Section
The Notes section on the customer details page lets you view, search, add, and filter both system‑generated and user‑created notes.
How to Use Notes
Viewing Notes
All notes are listed in the Notes section.
Notes are categorized as:
SmartBot (system‑generated)
User (manually created)
Use the checkboxes (for example, SmartBot (0), User (0)) to include or exclude each type.
If there are no notes, “No Data To Display” is shown.
Figure 4. Notes Section on the Customer Page
Searching Notes
Use the search in notes bar to find notes by keyword.
Search runs across all notes currently visible under the selected type filters.
Filtering Notes
Click the filter icon next to the search bar.
Choose criteria such as Note created by, an operator (for example, Contains), and a value.
Click Apply to activate the filter.
Add multiple conditions as needed or clear them to reset.
Adding Notes
Click the plus (+) icon to create a new User note (if your permissions allow it).
Figure 5. Notes Section with SmartBot/User Filters, Search, and Add Options
Figure 6. Notes Filter Dialog
Tip: Rely on SmartBot notes for an audit trail of automated actions, and User notes to capture decisions, exceptions, and important customer‑specific context.
Note: If you cannot add notes, you may not have the required permissions; contact your administrator.